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Original filing (PDF)20251008154055NAL0003121955001
QUARTILE, LLC
Form 5500
FILING_RECEIVED
QUARTILE 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
125
Accounts w/ balance
184
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2055 Investor Mutual Fund" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUARTILE, LLC.
Plan sponsor
Name
QUARTILE, LLC
EIN
82-2891231
Address
101 PARK AVE · RM 2504 · NEW YORK, NY · 10178
Phone
(646) 760-6621
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EVERS ROBISON LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES, LLC | — | WILMINGTON, DE | TPA | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MA NAGEMENT | $3K | — |
Investments
25 direct securities· $6.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Investor Mutual Fund | — | — | — | $1.9M | 29.6% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund | — | — | — | $1.0M | 15.4% | |
| Fidelity Freedom Index 2050 Investor Mutual Fund | — | — | — | $880K | 13.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $793K | 12.2% | |
| Fidelity Freedom Index 2045 Investor Mutual Fund | — | — | — | $477K | 7.3% | |
| Fidelity Freedom Index 2065 Investor Mutual Fund | — | — | — | $303K | 4.7% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund | — | — | — | $140K | 2.2% | |
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $138K | 2.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $123K | 1.9% | |
| Fidelity Freedom Index 2035 Investor Mutual Fund | — | — | — | $88K | 1.3% | |
| Clearbridge Small Cap Growth Mutual Fund | — | — | — | $82K | 1.3% | |
| American Funds New World Mutual Fund | — | — | — | $81K | 1.2% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $80K | 1.2% | |
| interest Identity of issue, borrower, lessor, or similar party collateral, par, or maturity value Current value American Century Mid Cap Value Mutual Fund | — | — | — | $65K | 1.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $64K | 1.0% | |
| American Funds Europacific GR Mutual Fund | — | — | — | $63K | 1.0% | |
| JPMorgan Small Cap Value Mutual Fund | — | — | — | $48K | 0.7% | |
| Fidelity Freedom Index 2030 Investor Mutual Fund | — | — | — | $27K | 0.4% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $21K | 0.3% | |
| EI Fixed Account Fixed Account | — | — | — | $21K | 0.3% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | — | — | — | $16K | 0.2% | |
| Pimco Int Bond (USD-Hedged) Mutual Fund | — | — | — | $14K | 0.2% | |
| Cash | — | — | — | $9K | 0.1% | |
| Participant Loans Interest rate 4.50% - 9.50% | — | — | — | $9K | 0.1% | |
| PGIM High Yield Mutual Fund | — | — | — | $4K | <0.1% |
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